[civsa] Slate for Ambassadors

[David Kogler]

At Fordham, we have about 275 volunteer ambassadors, so a couple of years
ago, we created a portal to manage their shifts.  Based on staff and
student feedback, it's worked very well.

Here's a summary of the process:  1) Volunteer submits form, which creates
a record in our Volunteer dataset, which triggers an email with portal
access; 2) ambassador logs in and signs up for tour shifts in the portal;
3) they get automatic reminders (including two hours before by SMS); 4) we
mark them as Attended or No Show for the shift.

At any time, we can add events or change caps based on visitor demand.
(Each term, when I post events on our public tour calendar, I create a
duplicate set of events using a different template and put them in a
different folder, which feed into the ambassador portal.)

Two less-than-great issues:  We need to figure out a way to limit
ambassadors' ability to cancel their shift with less than 24 hours notice.
And also, querying/reporting individual volunteer data isn't very
easy/clean (i.e., who hasn't volunteered for a tour this month).

I made a manual, with screen shots, FAQs, and other tips.  I'd be willing
to share if anyone emails me directly.  Glad to answer any follow-up
questions, too.




> Message: 1
> Date: Mon, 20 Nov 2017 17:17:11 +0000
> From: "Kwan, Christopher" <Christopher.Kwan at lmu.edu>
> To: "listserv at civsa.org" <listserv at civsa.org>
> Subject: Re: [civsa] Slate Implementation
> Message-ID:
>         <9EC5168610F68948BFEF39C2CD8895B2A893E5 at hlmail20.lmumain.edu>
> Content-Type: text/plain; charset="utf-8"
>
> Hello,
>
> I have only ever worked with Slate and it?s been amazing. I?m always
> looking for new and ingenious ways in which Slate can help us be more
> productive.
>
> I had one question which I hope someone might be able to answer about
> Slate? Does anyone know of a way in which we can use Slate as a way to sign
> up our own students ? tour guides, ambassadors, panelists for events?
>
> Thank you!
>
> Christopher Kwan
> Admission Counselor
> Office of Undergraduate Admission
>



-- 
DAVID KOGLER
Associate Director
Office of Undergraduate Admission
FORDHAM UNIVERSITY
441 East Fordham Road
Duane Library, Room 203
Bronx, NY 10458
dkogler at fordham.edu
Inquiries: 1-800-FORDHAM
Direct: 718-817-3704
Fax: 718-367-9404
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